How to use Airtable DocuSign integration to automatically save signed documents to Airtable
This guide shows how to automatically send documents for signature by integrating DocuSign with Airtable using Plumsail Documents. We’ll walk you through creating a template for e-signature, adding the Plumsail extension to Airtable, and configuring the delivery of documents to DocuSign. Using Make (formerly Integromat), you’ll set up a scenario to retrieve signed documents and attach them back to the original Airtable record.
Key Actions
Create a document template for electronic signature
Add and configure the Plumsail extension in your Airtable database
Set up the process of generating documents and delivering them to DocuSign for signing in Plumsail Documents
Build a Make scenario with a trigger to retrieve signed documents from DocuSign
Attach signed documents back to the original Airtable records